A complete list of active advisors currently associated with Athyra Financial Partners
Warmer can help you find a great advisor at Athyra Financial Partners or one who fits your needs even better.
Athyra Financial Partners is a fee-only, state-registered fiduciary that provides investment management and comprehensive financial planning to individuals, families, and, in limited cases, business owners. In addition to typical retail clients, the firm reports relationships with a range of institutional and nonprofit client types — including corporate entities, pension and profit-sharing plans, charitable organizations, insurance companies, banking or thrift institutions, state and municipal governments, other investment advisers, and, unusually for a small adviser, a sovereign wealth fund. The firm emphasizes globally diversified, low-cost portfolios built primarily with ETFs and mutual funds and documents client objectives in a written investment policy statement; it favors a buy-and-hold discipline with periodic rebalancing and generally does not use options, leverage, short sales, or concentrated high-risk positions. Athyra typically manages accounts on a discretionary basis, incorporates tax-aware strategies and coordination with clients’ tax and legal advisors when appropriate, and limits investments to highly liquid, large-cap funds (funds with multi‑billion dollar AUM) to reduce potential conflicts of interest. Distinctive features include its small scale — roughly $8 million in regulatory assets under management and a very limited client base — alongside an unexpectedly broad set of institutional and corporate client types that are uncommon for firms of comparable size. Operationally, the firm directs custody to a single qualified custodian, maintains a firm Code of Ethics with internal review of personal trading, and leaves proxy voting to clients, choices that reflect specific governance and execution practices called out in its brochure.
To learn more about the advisors currently working at Athyra Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 0
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